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The In-N-Out Burger Financial Planning Story

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Estate Planning Can Prepare You For The Worst Trajan Wealth
Proving The Power Of Planning For Your Own Financial Future.

PHOENIX - eTradeWire -- In-N-Out burger chain is one of the most well-loved restaurants in the country. But not only is this a great source of burgers and fries, but the story of how the restaurant got to where it is now is a great source of financial lessons. Read Part 1 of the In-N-Out Story on the Trajan blog to get the full story.

In-N-Out has always been owned by or for the benefit of the founders, Harry & Esther Snyder, or their heirs, which is very unique for such a large business. This privately owned setup has allowed In-N-Out to manage more leadership transitions than one would expect.

The original restaurant was created and owned by Harry and Esther Snyder. Unfortunately, Harry passed away from lung cancer in 1976. Their youngest son, Rich, took over the company after that until his untimely death in 1993, when the older son, Rich took over. In 1999, Esther became the company leader, and in 2010, Lynsi (Snyder) Martinez took over leadership of In-N-Out.

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Despite all these leadership changes, the company has thrived and grown from its origins to nearly 400 locations. And even with all these transitions of power and incredible growth, they've held fast to their philosophy of "Quality, Cleanliness, and Service."

To get more info, read the Trajan Wealth Blog to learn the lessons on planning from In-N-Out. Managing change is difficult for everyone, especially huge restaurant chains, but learning from this family's planning and foresight will help guide you on your path to financial freedom.

About Trajan Wealth:

Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.

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By using low-cost diversified portfolios under its fiduciary standard—and working closely with both its investment advisors and estate attorneys who work within one office—the company provides long-term support for its clients' retirement needs as well as their estate plans. This includes strategies for wealth accumulation and tax planning.

For more information on all the different services offered or to schedule a complimentary consultation, visit https://trajanwealth.com or call 1-800-838-3079.

Disclaimer:

* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through ​Trajan® Estate, L.L.C. ​in Arizona and Utah, and independent law firms in other States.

Contact
Trajan Wealth
***@trajanwealth.com


Source: Trajan Wealth

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